401(k) · DOL Form 5500 · 2022

Nabih Youssef and Associates 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
48
Participants Small participant base
74th
Percentile by assets National rank
$334,096
Avg per participant High balance/head
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Official DOL plan name: Nabih Youssef & Associates Retirement Plan · Sponsored by Nabih Youssef and Associates · California · Professional & Technical Services

$16M in assets, 48 participants

Nabih Youssef and Associates's Nabih Youssef & Associates Retirement Plan reported $16M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 74th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,823 in Professional & Technical Services (21,562 peers)

Nabih Youssef and Associates multi-year trail

Nabih Youssef and Associates's plans moved +47.5% in assets from 2022 to 2024; this filing shows Nabih Youssef & Associates Retirement Plan at $16M / 48 participants.

#15,823
in Professional & Technical Services (21,562 peers)
-12.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nabih Youssef & Associates Retirement Plan's outsized position by total assets

Nabih Youssef & Associates Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,036,631 Top 26% higher than 74% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Nabih Youssef & Associates Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nabih Youssef & Associates Retirement Plan is a small filing (48 participants) on this national headcount ladder.

DOL schedule card

Filing strip 954243414 · Nabih Youssef and Associates PY 2022 · 401(k)

Nabih Youssef & Associates Retirement Plan · $16M · 48 · 74th

  • PART $16M
  • TYPE 48
  • NET 74th
  • BOOK 401(k)
  • VS-ST near Lonestar II Management Company LLC 401(k) Plan
  • BOY ind #15823

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →

Nabih Youssef & Associates Retirement Plan in the asset neighbourhood

Nabih Youssef & Associates Retirement PlanNabih Youssef & Associates R…$16MLonestar II Management Company LLC 401(k) PlanLonestar II Management Compa…$16MQuebit Consulting, LLC 401(k) Plan and TrustQuebit Consulting, LLC 401(k…$16MZircoa, Inc. Savings Plan$16MMarlins Teamco LLC 401(k) PlanMarlins Teamco LLC 401(k) Pl…$16M
End-of-year total assets ($M) among Nabih Youssef & Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nabih Youssef and Associates multi-year asset trail

Sponsor-wide plan assets over time

All Nabih Youssef and Associates plans reported in each filing year

Latest sponsor-wide plan assets
$24M 47.54035308288879% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16M $23.7M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 48 $16M
2023 1 51 $20M
2024 1 50 $24M

Nabih Youssef and Associates filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN954243414
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Nabih Youssef & Associates Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Nabih Youssef & Associates Retirement Plan, Total assets ($B): 0.016036631 · Participants: 48Nabih Youssef & Associates Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Nabih Youssef & Associates Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Nabih Youssef & Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lonestar II Management Company LLC 401(k) Plan in NJ ($16M); by covered participants it is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Nabih Youssef & Associates Retirement Plan assets move in 2022?
Nabih Youssef & Associates Retirement Plan pulled back noticeably - down 12.7% during 2022, from $18M to $16M. Reported net income was -$2M.
How have Nabih Youssef and Associates plan assets changed over time?
Across 3 plan years on file (2022-2024), Nabih Youssef and Associates's sponsor-wide assets grew 47.5%, from $16M to $24M.
Which 401(k) plans are similar in size to Nabih Youssef & Associates Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Lonestar II Management Company LLC 401(k) Plan in NJ ($16M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Nabih Youssef & Associates Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants, $8M in assets).